Entity Management for Funds to shape the foundation.
At the center of Entity4 is the living org chart that connects fund structure, authority and compliance in real time. It removes manual work, prevents costly lapses and keeps payments moving while serving as a central document library for fund and investor documents
One Platform. Built Around Your Structure.
Choose your world to see how Entity4 fits the way you are set up.
Every fund, SPV and blocker in one structure.
- Every vehicle with its accounts, lenders and signers
- Payment authority controlled by vehicle
- Entity ownership facilitates complicated waterfall and intra-fund transfer activities
- Associates LP's with entities for tracking capital calls and calculating borrowing base
Current entity data for every counterparty.
- Master-feeder funds and broker accounts mapped
- LEIs, ISDAs and regulatory IDs kept current
Every client’s structure, one audit trail.
- Every client’s fund structures in one system
- Investor KYC/AML status tracked across clients
Every entity, account and signer across your group.
- See how each entity fits the full structure
- View accounts, signers and permissions
The Living Org Chart
for Your Entire Structure.
Fund Structure at your Fingertips
Entity4 generates a living, interactive structure of your legal entities and bank accounts down to the account level. No Visio diagrams and no outdated versions.
- Understand how any entity fits into the full structure
- See related accounts and ownership
- View payments, signers and role-based permissions
Centralized Document Storage
Fund documents, LPA's, side letters, and any other key information stored along with entities for easy retrieval
- Taxonomy scheme enables tagging documents for easy grouping
- No need to leave the TMS to locate key reference information
- Centralization of KYC packs for easy retrieval
Make FBAR the Easiest Part of Your Year
While other teams are scrambling through April, our clients are already done. No manual spreadsheets, no threshold math, no last-minute panic.
- One-touch filing
- Automatic threshold monitoring
- Daily audit history
Never Block a Payment Again
A payment shouldn’t stall because a signer left or an ID expired. Entity4 connects your authority maps to your payment flow.
- Know who has the keys
- No more “expiration” surprises
- Know what you can actually move
Compliance on Autopilot with GLEIF
Your entity data matches the global source of truth, and we monitor your entire LEI portfolio in the background.
- Weekly directory refresh
- 80+ external code types tracked
- Automated LEI renewal alerts
“Access to data is critical. Integration is key, and going at our pace is not always possible. This is really where Treasury4 and Entity4 come in. I’m a big believer in having a system, and I’m very happy using Entity4.”
M&A at Treasury Speed
A high-stakes acquisition is announced.
With only days to assess every entity, account and signer across two organizations, treasury cannot start from scratch.
Entity4 keeps the full structure mapped and ready. Ownership is clear. Authority is current. Payments move.
When the deal closes, treasury is already operating from a live system of record.
Entity4 vs. Legacy Systems
The difference between purpose-built infrastructure and inherited complexity.
From Kickoff to Go-Live in Weeks
We handle setup, data migration and access so treasury, legal and tax are aligned. By week 4, you are live with dashboards and reporting.
Connects Without Disruption
Entity4 syncs with the systems you already run: ERPs, bank portals, compliance tools and internal data lakes.
Strong Entity Data Is the Foundation of Modern Treasury
It gives you control, visibility and confidence across banking, compliance and reporting.
Request a demoFrequently Asked Questions
How is this different from other treasury management systems?
Unlike systems focused purely on cash or payments, this gives treasury teams a complete view of legal entities, banking relationships, signers, and compliance data. Most TMS platforms focus on processing cash and payments but don't manage the entity, account, and signer data those transactions depend on. Entity4 centralizes that foundation in one system of record.
What happens when we acquire new entities or expand globally?
New entities can be added fast, with ownership structures, registration data, and compliance timelines immediately tracked. Scaling no longer means starting from scratch.
Can we track ownership, signers and beneficial owners across entities?
Everything from legal hierarchies to account signatories is captured in one place. Visibility is real-time, structured, and jurisdiction-aware.
Can I see who changed what, and when?
Every update is logged automatically down to the field level so audit prep is no longer a last-minute scramble.
Can we control access by department or region?
Yes. Access can be scoped by team, function, entity, or geography, so data stays clean, consistent, and properly governed.
